About

SBW Wealth Management, based in Halifax, NS, offers comprehensive financial planning and investment management services to entrepreneurs, business owners, and individuals approaching retirement. With over 43 years of combined experience, the firm's partners, including Andrew Mackinnon, Kenneth MacQueen, Roger Sinclair, and others, provide expertise in retirement planning, income protection, tax and estate planning, life insurance analysis, and disciplined investment management. The team holds prestigious designations such as CFP, CLU, Chartered Investment Manager, and MBA, and serves clients across Canada and the United Kingdom, emphasizing long-term thinking, clarity, and intention in financial decision-making.

Details

Areas served: Canada

Products & services in Halifax

Investment firm

Keywords

financial planner

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www.sbwdirection.ca

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